Contents

Help Topics

Getting Started

• An Introduction
• Software Installation
• The Start Wizard
• Converting Data from Previous Versions

Transactions

• Editing Transactions
• Filtering Transactions
• Importing Transactions
• Reconcile Accounts

Reports and Printing

• The Print Preview Window
• Printing Ledgers
• Printing the Account List
• The Envelope Activity Report
• The Envelope Summary Report

Accounts

• Account Ledgers
• The Account List
• Account Properties
• Selecting an Account

Envelopes

• Envelope Ledgers
• The Envelope List
• Envelope Properties
• Selecting an Envelope

Templates and Allocation Plan

• Allocation Plan
• Transaction Templates
• Editing Templates
• Adding New Income Templates

Miscellaneous

• Principal Plan Settings
• Registering Principal Plan
• Building Principal Plan (For Developers)